Ingram Advisory Services, LLC (Winter Haven)

Name: Ingram Advisory Services, LLC
Address: 799 Overlook Drive, Winter Haven, FL, 33884
Telephone: 863-326-9833

Ingram Advisory Services, LLC is an adviser based in Winter Haven. It manages $80.61 million of regulatory assets for 347 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Florida, Georgia, Louisiana, and Texas.

Ingram Advisory Services provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and advisory consulting. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ingram Advisory Services: assets under management

The assets under management (AUM) of Ingram Advisory Services, LLC is $80.61 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 70% since the beginning of its operation, and $80.61 million of the total AUM is attributable to clients outside of the United States.

The firm manages $80.61 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $232.29 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 70% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 15% of the firm’s portfolio. Investments in exchange traded securities form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ingram Advisory Services, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Ingram Advisory Services serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Ingram Advisory Services is individuals with 334 clients and $55.61 million of assets under management. Among the 3 most similar advisory firms, Ingram Advisory Services has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $80.61 million for 347 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Ingram Advisory Services doesn't advise any private funds.

Careers at Ingram Advisory Services, LLC

The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donnie Eugene Ingram	Managing member	1 Jun 2005	75% - 100%	1416971
Edgar Allen Thomas	Managing member	1 Mar 2008	Other	2231242
Michael Glenn Seymour	Chief compliance officer	1 Oct 2008	Other	1597042

Based in Winter Haven

The principal office where Ingram Advisory Services, LLC performs its advisory services is located at 799 Overlook Drive, Winter Haven, FL 33884 The mailing address of the firm is Po Box 7789, Winter Haven, FL 33883. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 863-326-9833 or by fax 863-875-1855. The normal business hours are 8:00 a.m.-4:00 p.m. on Other. You can find more information about the New York firm at ingramfinancialgroup.com/.